Civic Intelligence

West Linn-Wilsonville Education Foundation

EIN 93-1113774 • 501(c)3 • Tualatin, OR

Profile

To secure funding to advance the school district's mission.

22210 SW StaffordTualatin, OR 97062

wlwvfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

9th percentile

-112%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-19%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-55%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$239,664

Down $55,526 (-19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$239,664

Down $55,526 (-19%) from 2018

Operations
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Down

$49,117

Down $59,659 (-55%) from 2018

Expenses

Down

$104,289

Down $17,226 (-14%) from 2018

Net Income

Down

-$55,172

Down $42,433 (-333%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $263,927Liabilities 2011: $0Net Assets 2011: $263,9272011Assets 2012: $367,637Liabilities 2012: $0Net Assets 2012: $367,6372012Assets 2013: $208,941Net Assets 2013: $208,9412013Assets 2014: $326,878Net Assets 2014: $326,8782014Assets 2015: $309,243Net Assets 2015: $309,2432015Assets 2016: $316,974Liabilities 2016: $20Net Assets 2016: $316,9542016Assets 2017: $342,886Liabilities 2017: $20Net Assets 2017: $342,8662017Assets 2018: $295,190Liabilities 2018: $0Net Assets 2018: $295,1902018Assets 2019: $239,664Liabilities 2019: $0Net Assets 2019: $239,6642019

Highlighted filing

2019

Assets$239,664
Liabilities$0
Net Assets$239,664
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $106,799Expenses 2011: $151,516Net Income 2011: -$44,7172011Revenue 2012: $120,149Expenses 2012: $16,439Net Income 2012: $103,7102012Revenue 2013: $115,660Expenses 2013: $274,356Net Income 2013: -$158,6962013Revenue 2014: $127,818Expenses 2014: $7,882Net Income 2014: $119,9362014Revenue 2015: $120,449Expenses 2015: $138,084Net Income 2015: -$17,6352015Revenue 2016: $143,427Expenses 2016: $135,716Net Income 2016: $7,7112016Revenue 2017: $168,616Expenses 2017: $142,705Net Income 2017: $25,9112017Revenue 2018: $108,776Expenses 2018: $121,515Net Income 2018: -$12,7392018Revenue 2019: $49,117Expenses 2019: $104,289Net Income 2019: -$55,1722019

Highlighted filing

2019

Revenue$49,117
Expenses$104,289
Net Income-$55,172
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,664
Liabilities
$0
Net assets
$239,664
Revenue
$49,117
Expenses
$104,289
Net income
-$55,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.49$1.04$0.55
2018Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$1.09$1.22$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$1.69$1.43$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$1.43$1.36$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.09$3.09$1.20$1.38$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.27$3.27$1.28$0.08$1.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$2.09$1.16$2.74$1.59
2012Summary only. Only limited summary data is available for this year.$3.68$0.00$3.68$1.20$0.16$1.04
2011Summary only. Only limited summary data is available for this year.$2.64$0.00$2.64$1.07$1.52$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 24, 2020
Return Version
2018v3.1
Gross Receipts
$56,138
Mission and Program Overview

Mission

The West Linn Wilsonville Education Foundation raises funds to hire new teachers, maintain effective class sizes and foster excellence in the district.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
FUNDING - SCHOLARSHIPS-$100,350
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA SABOPresidentPT$0--
ERICA STOCKTreasurer-$0--
HEATHER KLEINERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hot$56,063$56,063$7,021$49,042
Total Events$56,063$56,063$7,021$49,042
Filing and Contact Details

Filer

Filer Name
West Linn-wilsonville Education
EIN
93-1113774
Address
22210 SW STAFFORD, Tualatin, OR 97062

Signing Officer

Name
Laura Sabo
Title
President
Phone
5036737075
Signed
2020-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Pauly Rogers and Co Pc
Address
12700 SW 72ND AVE, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036202632
Supplemental Narrative

Additional Explanations

General explanation attachment

“The west linn - wilsonville education foundation raises funds to hire new teachers, maintain effective class sizes and foster excellence in the district.”

List of grants and similar amounts paid Part I line 10

“Activity SCHOLARSHIP Grantee WEST LINN-WILSONVILLE SCHOOL DISTRIStreet 22210 SW STAFFORD RD City, State, Zip Tualatin, OR 97062Amount 100,350”

Description of other expenses Part I line 16

“Description AmountINFORMATION TECHNOLOGY 1,875NEON 1,500DOUBLE THE DONATION 399CORP RENEWAL FEE 50BANK FEE 115”

Other changes in net assets or fund balances Part I line 20

“Description AmountPRIOR PERIOD ADJUSTMENT (354)”

Raw XML Appendix167 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOSEPH WALTERS
IRS990EZ/BooksInCareOfDetail/PhoneNum05036737075
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02025 ALPINE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Happy Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0295190
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0239664
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050108
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-55172
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0295190
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0239664
IRS990EZ/FundraisingGrossIncomeAmt05955
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100350
IRS990EZ/GrossReceiptsAmt056138
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt075
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0295190
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0239664
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0295190
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0239664
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA SABO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERICA STOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER KLEINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-354
IRS990EZ/OtherExpensesTotalAmt03939
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING - SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100350
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07021
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1066
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104289
IRS990EZ/TotalProgramServiceExpensesAmt0100350
IRS990EZ/TotalRevenueAmt049117
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WLWVFOUNDATION.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NATURE AND SOURCE 2014 2015 2016 2017 2018FUNDRAISING........$ -9,832 $ 0 $ 0 $-13,687 $ 23,519TOTAL..............$ -9,832 $ 0 $ 0 $-13,687 $ 23,519
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other income Part II line 10 or Part III line 12
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt056064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0122342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0176143
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0131916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0509924
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0121
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0473
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99910
IRS990ScheduleA/PublicSupportPY170Pct00.88360
IRS990ScheduleA/PublicSupportTotal170Amt0509924
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt056064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0122342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0176143
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0131916
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0509924
IRS990ScheduleA/TotalSupportAmt0510397
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07021
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056063
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049042
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07021
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WEST LINN - WILSONVILLE EDUCATION FOUNDATION RAISES FUNDS TO HIRE NEW TEACHERS, MAINTAIN EFFECTIVE CLASS SIZES AND FOSTER EXCELLENCE IN THE DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity SCHOLARSHIP Grantee WEST LINN-WILSONVILLE SCHOOL DISTRIStreet 22210 SW STAFFORD RD City, State, Zip Tualatin, OR 97062Amount 100,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountINFORMATION TECHNOLOGY 1,875NEON 1,500DOUBLE THE DONATION 399CORP RENEWAL FEE 50BANK FEE 115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountPRIOR PERIOD ADJUSTMENT (354)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA SABO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036737075
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST LINN-WILSONVILLE EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0931113774
ReturnHeader/Filer/USAddress/AddressLine1Txt022210 SW STAFFORD
ReturnHeader/Filer/USAddress/CityNm0Tualatin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0987BA92D4B1CEBCAF043A2AFFAF7EE3891BA61F0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0987BA92D4B1CEBCAF043A2AFFAF7EE3891BA61F0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09335042020134wti3450
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.89.183.173
ReturnHeader/FilingSecurityInformation/IPDt02020-05-13
ReturnHeader/FilingSecurityInformation/IPTm019:52:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULY ROGERS AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 SW 72ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIGARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036202632
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY R ROGERS
ReturnHeader/ReturnTs02020-05-13T19:49:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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